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Notis

Send a generated PDF as a physical letter

When an ActiveMerge workflow produces a PDF for postal delivery, pass the file and recipient details to ClickSend to send it as a letter.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Post Letter

Sends a PDF as a physical letter to recipients.

Why this helps

A document can be ready digitally while the physical mailing step remains a separate task to remember and complete.

  • Move a generated PDF into a postal send workflow.
  • Use recipient and file details supplied with the webhook request.
  • Reduce manual handoffs between document generation and mailing.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and ClickSend once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to send the supplied PDF as a ClickSend post letter to the supplied recipient when the request identifies it for postal delivery.
  • 4Choose the notis_webhook trigger and configure ActiveMerge to send the PDF reference and recipient details.
  • 5Choose a report channel, then test with one real PDF and a verified recipient.

Questions about this workflow

What file format does this workflow expect?

The ClickSend action sends a PDF as a physical letter. The webhook request should supply the PDF and recipient information.

Can it mail a DOCX directly?

The listed ClickSend post-letter action expects a PDF. Convert DOCX or DOC files to PDF before using this workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to ClickSend. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

ClickSend actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Account Usage by Subaccount

Retrieves monthly account usage statistics grouped by subaccount.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Send Account Activation Token

Sends an account activation token for verification.

ActionInstant

Verify New Account

Verify a new account with its activation token.

ActionInstant

Calculate Post Letter Price

Estimates the cost of sending physical letters without sending them.

ActionInstant

Calculate SMS Campaign Price

Estimates the cost of an SMS campaign before sending.

ActionInstant

Create Email Delivery Receipt Automation

Creates a rule that triggers actions when email delivery receipts arrive.

ActionInstant

Create Inbound Fax Automation

Creates a rule for automating actions when faxes arrive.

ActionInstant

Create Fax Delivery Receipt Automation

Creates a rule that triggers an action when a fax is delivered.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and ClickSend, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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